Compare · 3 funds side by side · dividends reinvested

VIG, JEPI and PAVE

VIGVanguard×JEPIJ.P. Morgan×PAVEGlobal X×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,257PAVE · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

VIG, JEPI and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$116B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B2.1

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.4%+11.2%+22.1%+14.0%−15.3%21.9%$13.7B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · JEPI 2020 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $116B$16,513

VIG

JEPI

JPMorgan Equity Premium Income ETF · $47.0B$14,519

$10,000 five years ago, dividends reinvested · they hold 31.6% in common

VIG

More Ways to See the Pairs

VIG vs JEPI: Top 5 Holdings

Today

VIG

22.1%in top 5

JEPI

in top 59.7%

VIGStockJEPI

4.9%MSFT1.9%

4.9%AAPL2.0%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPM

Cost, Income and Risk

Fees: VIG, JEPI, PAVE

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

PAVE0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VIG, JEPI, PAVE

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

Measure

JEPI

+16.0%Year to dateJan 1 → Nov 13+8.2%

+16.3%1 yearTotal return+9.6%

+18.9%3 years · per year$10,000 became $16,797 · $13,696+11.1%

+10.6%5 years · per year$10,000 became $16,513 · $14,519+7.7%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $787 a year on $10k7.87%

−7.9%Worst dropSmaller is better−6.7%

11.0%VolatilityLower is calmer9.0%

VIGJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common31.6%

End-of-day Nov 13, 2026 · share of each fund

VIG vs JEPI Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

VIGJEPIFaded: behind in that period

4–0VIG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.2%

+16.0%Year to date+8.2%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.9%

$116BAssets$47.0B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VIG1.45%$145

PAVE0.81%$81

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VIG$145 − $4 = $141

PAVE$81 − $47 = $34

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, JEPI, PAVE

Today

31.6%most shared, VIG and JEPI

VIGJEPIPAVE

VIG—31.6%4.2%

JEPI31.6%—5.2%

PAVE4.2%5.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

PAVEWorst drop−15.3%21.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+8.2%Year to date+16.0%

7.9%Yield1.4%

+9.6%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$116B

2–0DGRO wins

End-of-day Nov 13, 2026

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VIG, JEPI and PAVE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three